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Your PaT Pathway

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Foundation
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Practitioner
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Advanced
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Super User

Foundation

  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ○Task Management System (not passed yet)
  • ○Traffic light progress (not passed yet)
  • ○Convert a Note to a Task (not passed yet)
  • ○Out Of Office: turning it on, and the calendar on your Task Wall (not passed yet)
  • ○PaT Chat Overview (not passed yet)
  • ○Group Chats (not passed yet)
  • ○Chat to task (not passed yet)
  • ○Contextual Communication (not passed yet)
  • ○Publish a Bulletin Board Post (not passed yet)
  • ○Share Feedback (not passed yet)
  • ○Activity Notifications (not passed yet)
  • ○Video calls on the mobile app (not passed yet)
  • ○Newbie PaT Intro – Chats and SDs (not passed yet)
  • ○Chat Wall (not passed yet)
  • ○SD Elements (not passed yet)
  • ○Section Headers (not passed yet)
  • ○Notes (not passed yet)
  • ○Fast Notes (not passed yet)
  • ○Insert links (not passed yet)
  • ○Upload file attachments (not passed yet)
  • ○Preview, download and share files (not passed yet)
  • ○Add members and set permissions (not passed yet)
  • ○SD Main page useful features (not passed yet)
  • ○Create a new SD (not passed yet)
  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
  • ○SD Overview (not passed yet)
  • ○Global Search (not passed yet)
  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ○Critical Chrome Extensions (not passed yet)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ●How to use the PaT Lite training portal (this page)
  • Company Structure: adding a new user
  • Company Structure: customer companies
  • Company Structure: departments, job titles and roles
  • Company Structure: modules for a site or a country
  • Company Structure: process categories
  • Connections: linking PaT to Microsoft 365
  • Forms - API Integration
  • How to create a campaign for the PaT Lite training portal
  • How to edit an existing Bulletin Board Post
  • How to set up your SD Map
  • LMS Feedback: learner ratings and comments
  • LMS Metrics - If you can't measure it, you can't manage it
  • Manage users
  • Pacing recertifications and escalations
  • PaT Business Unit Template Overview
  • SD Workflows - Multi Submit
  • SD Workflows - Workflow Settings
  • System Activity: escalations, logins, emails and more
  • System Config: company settings
  • The org chart
  • Add any Image as a Section Header Icon
  • Assigning an SD to a new parent
  • C2E Attachments
  • Chat reminder
  • Chat to email to chat
  • Chat to SD
  • Chat to task to project
  • Comprehension Audits
  • Customer-specific training: how it works
  • Different Form Uses
  • Docked Chats
  • Docking SDs and Updating Images
  • Email to BFF
  • Email to chat to email – non PaT users
  • Embedding live data in an SD (graphs and spreadsheets)
  • Embedding SDs in SDs
  • Evidential audits: completing one
  • Filing and retrieving SDs
  • Form Wall
  • Health and safety templates
  • How PaT Manages Inactive Users
  • How SD chats work with SD Members and External Users
  • How to unlock a module for a staff member
  • Info Icons
  • Inline chats
  • Invite Attendees
  • LMS Architecture
  • Moving Section Headers
  • Ngā Tūmahi Maha
  • PaT AI
  • Pop-Out Chat Feature
  • Recurring tasks: create and edit
  • Running Meetings with SDs
  • Safe Walks
  • SD Element Categorisation
  • SD Form Responses: finding and exporting form responses
  • SD Owner Functions
  • SD Task wall view
  • Share and record your screen
  • Te Pono ki ngā Mahi: he aha tēnei, ā, he aha i heke ai
  • Track Engagement
  • Using SDs as a report or meeting minutes app
  • Video rooms: guests joining and asking to record
  • Activity Notifications
  • Add members and set permissions
  • AI Summary: a quick summary of an SD
  • Capture and Manage Accidents
  • Capture and Manage Hazards
  • Chat Wall
  • Contextual Communication
  • Convert a Note to a Task
  • Create a new SD
  • Critical Chrome Extensions
  • Document Store: shared links, your folders and favourites
  • Fast Notes
  • Getting help: the PaT Helpdesk
  • Global Search
  • How to embed Outlook onto your PaT
  • How to resize your browser to best view PaT
  • How to use the PaT Lite training portal
  • Hurihia te kōrerorero hei tūmahi
  • Insert links
  • Module Learning - Desktop
  • Module Learning - Mobile
  • My Profile
  • Newbie PaT Intro – Chats and SDs
  • Ngā Kōrerorero ā-Rōpū
  • Notes
  • Out Of Office: turning it on, and the calendar on your Task Wall
  • Outlook 2FA Issue
  • PaT He tirohanga whānui ki te Kōrerorero
  • PaT Mobile App – Overview
  • Pātū Tūmahi
  • Preview, download and share files
  • Publish a Bulletin Board Post
  • Pūnaha Whakahaere Tūmahi
  • Reading an SD in another language
  • SD Elements
  • SD Main page useful features
  • SD Overview
  • Section Headers
  • Security measures for multiple users on a device
  • Share Feedback
  • Signing in to PaT and resetting your password
  • Te Whakahaere Tūmahi
  • Traffic light progress
  • Upload file attachments
  • Video calls on the mobile app
  • Waihangaia he Tūmahi
  • Aratau Whakamātau Puka
  • Build a reporting system
  • Chat Management - Pro Tips
  • Conditional Formatting
  • Configuring a UDF: columns and calculated columns
  • Configuring a UDF: filters, grouping and endpoint details
  • Customer-specific training: setting it up
  • Endpoint Manager: finding endpoints and building your own UDF
  • Form builder: field types
  • Forms - Extract Data (the AI form builder)
  • How to build modules in the Module publisher
  • How to create module comprehension audits
  • How to create module evidential audits
  • How to create module quizzes
  • How to embed an SD into the LMS
  • How to make form templates live for everyone to use
  • How to upload form elements to an SD
  • How to use the PAR SD
  • Live H&S Reporting
  • Mastering the Business Strategy Template
  • Me pēhea te whakakā a ngā kaiwhakahaere i te OOF mō ā rātou kaimahi
  • Module Admin: finding and managing modules
  • Module Completion Notification Setup
  • Module Publisher Content Options
  • PaT SD Map Overview
  • PaT SD Map Presentation
  • PaT SD Templates Overview
  • Pure Forms
  • SD Dashboard: building a dashboard
  • SD Forms
  • SD Security Settings
  • SD Template Helper Functions
  • Strategy System
  • Throttling
  • Using Chat to SD to go from being a good manager to a great one
  • Using SDs as the LMS Document
  • Whakakake aunoa
  • PaT Lite: Ngā āhuatanga matua o PaT me mārama koe
  • He aha a PaT, ā, he aha te take nui
  • PaT Lite: Kōrerorero hei Tūmahi
  • PaT Lite: He kupu whakataki ki ngā Strategy Documents
  • PaT Lite: Te Whakaaro Matua – Ngā Paerewa me te Whakatinanatanga Rautaki
  • PaT Lite: He taputapu atamai e whakaaro tahi ana me koe
  • PaT Lite: Ko te Ahurea te Anamata o te Pakihi
  • Nau mai ki te wiki PaT
  • Te whakarite i tō wāhi mahi
  • Tō wiki tuatahi
  • Strategy Documents
  • Ngā mahi me ngā taumahi
  • Te tauira whakaaetanga
  • Kōrerorero me te whakawhitiwhiti whakaaro
  • Ngā puka me ngā tukunga
  • Ngā papatohu me ngā pūrongo
  • Te whakahaere kaiwhakamahi
  • Ngā tautuhinga mokowāmahi
  • Te hono i tētahi pūnaha kaute
  • Takiuru kotahi
  • He tirohanga whānui ki te API
  • Ngā tohu uru
  • Ngā webhook
0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Foundation quizzes: 0 of 46 passed
  • ○Create a Task (not passed yet)
  • ○Task Wall (not passed yet)
  • ○Task Management (not passed yet)
  • ○Task Management System (not passed yet)
  • ○Traffic light progress (not passed yet)
  • ○Convert a Note to a Task (not passed yet)
  • ○Out Of Office: turning it on, and the calendar on your Task Wall (not passed yet)
  • ○PaT Chat Overview (not passed yet)
  • ○Group Chats (not passed yet)
  • ○Chat to task (not passed yet)
  • ○Contextual Communication (not passed yet)
  • ○Publish a Bulletin Board Post (not passed yet)
  • ○Share Feedback (not passed yet)
  • ○Activity Notifications (not passed yet)
  • ○Video calls on the mobile app (not passed yet)
  • ○Newbie PaT Intro – Chats and SDs (not passed yet)
  • ○Chat Wall (not passed yet)
  • ○SD Elements (not passed yet)
  • ○Section Headers (not passed yet)
  • ○Notes (not passed yet)
  • ○Fast Notes (not passed yet)
  • ○Insert links (not passed yet)
  • ○Upload file attachments (not passed yet)
  • ○Preview, download and share files (not passed yet)
  • ○Add members and set permissions (not passed yet)
  • ○SD Main page useful features (not passed yet)
  • ○Create a new SD (not passed yet)
  • ○Reading an SD in another language (not passed yet)
  • ○AI Summary: a quick summary of an SD (not passed yet)
  • ○SD Overview (not passed yet)
  • ○Global Search (not passed yet)
  • ○How to resize your browser to best view PaT (not passed yet)
  • ○How to embed Outlook onto your PaT (not passed yet)
  • ○My Profile (not passed yet)
  • ○Security measures for multiple users on a device (not passed yet)
  • ○Critical Chrome Extensions (not passed yet)
  • ○Outlook 2FA Issue (not passed yet)
  • ○PaT Mobile App – Overview (not passed yet)
  • ○Document Store: shared links, your folders and favourites (not passed yet)
  • ○Getting help: the PaT Helpdesk (not passed yet)
  • ○Signing in to PaT and resetting your password (not passed yet)
  • ○Module Learning - Desktop (not passed yet)
  • ○Module Learning - Mobile (not passed yet)
  • ○Capture and Manage Hazards (not passed yet)
  • ○Capture and Manage Accidents (not passed yet)
  • ●How to use the PaT Lite training portal (this page)
  1. Tuhinga āwhina
  2. Foundation
  3. How to use the PaT Lite training portal

Kāore anō tēnei whārangi kia whakamāoritia, nō reira kei te whakaaturia ki te reo Pākehā.

How to use the PaT Lite training portal

Summary PaT Lite is a training portal for people new to PaT, often temporary staff or new customers. It teaches the essentials of the PaT Learning Management System (LMS): everything you need to…

Kei tēnei whārangi
  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Working through a module
  • Step 5
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Taking the quiz
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • Step 14
  • Step 15
  • Step 16
  • Step 17
  • Step 18
  • Step 19
  • Finding modules and getting help
  • Step 20
  • Step 21

Summary PaT Lite is a training portal for people new to PaT, often temporary staff or new customers. It teaches the essentials of the PaT Learning Management System (LMS): everything you need to know before you start on the full PaT platform. You log in with your email address and the registration code you were given, and everything is on one page: your certification percentage and rankings, and the modules set for your training. For each module you read the document, watch the video if there is one, then take the quiz. If you fail a quiz a second time, your supervisor can unlock the module. You can also search for modules and raise a help desk ticket.

Steps

Introduction. This module covers why the LMS matters, how to run your first learning session (putting knowledge into action), and how to find modules by searching for them.

Why the LMS matters. How can you be brilliant if you've never been shown what brilliance looks like? The LMS exists to set you up for success. It gives you: - High-quality training: learn exactly what you need to excel in your role. - A knowledge hub: everything you need, in one place. - Career growth: the more you learn, the more valuable you become. Learning isn't just a requirement, it's a superpower. People are naturally curious, and learning and improving is how we stay ahead, grow and earn more. The LMS is built to support that.

Step 1

Log in with your email address as your username and the registration code given to you by the staff member who set up your account. On the Your adventure starts here page, enter your email in Username - enter your email here, then your First Name and Last Name, and the code in Enter Registration code. Tick I agree to privacy policy & terms, then click Sign up. (If you already have an account, click Sign in instead, below Sign up.)

Step 2

PaT Lite opens on a single page. Everything you need is on it, and there are no other pages to go to. At the top centre of the screen, Certification shows your certification percentage. It goes up as you complete modules, and shows 100% when you are fully certified.

Step 3

At the top left, under my eLearning, the My Rankings box shows your certification stats as well, and where you are ranked within your role, department and site (By Role, By Dept and By Site).

Step 4

Below My Rankings is the list of your training modules, ready for you to complete. The modules loaded on your account are specific to the training you need. Each module shows its name and ID, with icons on the right to read it, watch it and take its quiz.

Working through a module

Step 5

To start a module, click its document icon (a page with lines on it), the first of the icons on the right of the module.

Step 6

The module's document opens on the right of the page, with the information you need to learn about the module. Read it, make sure you understand it, then close it.

Step 7

Some modules also have a video icon (a video camera) between the document icon and the quiz icon. If there is one, the module has a video you can also watch with the information, which helps if you find it easier to learn from videos. Click the video icon. A box opens with the heading Click on a title below to view the video.

Step 8

Click the video's title in the box to open and watch the video.

Step 9

When you have finished, click Close at the bottom of the box.

Taking the quiz

Step 10

When you are ready to take the quiz, click the module's quiz icon: the question mark on the right of the module.

Step 11

The quiz opens in a box headed with the module's name. At the top it shows which question you are on, such as Question 1 of 3, with the question itself just below.

Step 12

The possible answers are listed below the question.

Step 13

Click the answer you think is correct, then click Next Question at the bottom of the box.

Step 14

The next question appears, with different answers.

Step 15

Again, click the answer you think is correct, then click Next Question.

Step 16

If you get the answers right, the box shows SUCCESS and the message Congratulations! Great job, your work here is done. Click the x at the top right of the box to close it.

Step 17

If you fail the quiz, the box shows OOPS instead, and lists the questions you got wrong under Failed Questions.

Step 18

A message also appears in the bottom left corner of the screen. Don't worry if you fail on your first attempt: everyone makes mistakes, and you get another chance. Take note of the questions you got wrong, go back to the module's document and/or video to work out where you went wrong, then re-sit the quiz. If you fail a second time, you are locked out of the module. Contact your supervisor and ask them to unlock it, and ask for help if you need it. They are there to help you.

Step 19

Then move on to the next module in your list.

Finding modules and getting help

Step 20

To find a module, search for it in the search modules ... box below the list of modules.

Step 21

If you need help or have a question, lodge a ticket with the help desk team: click the help desk button (a headset) at the top right of the screen, just left of log out.

Result. Each module you complete raises your certification percentage, until you are 100% certified. The LMS is your key to growing, excelling and earning more, and each PaT Lite training session puts that knowledge into action.

Check yourself

Checking your PaT sign-in…

O muaHow to resize your browser to best view PaTO muri Hurihia te kōrerorero hei tūmahi

Kei tēnei whārangi

  • Steps
  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Working through a module
  • Step 5
  • Step 6
  • Step 7
  • Step 8
  • Step 9
  • Taking the quiz
  • Step 10
  • Step 11
  • Step 12
  • Step 13
  • Step 14
  • Step 15
  • Step 16
  • Step 17
  • Step 18
  • Step 19
  • Finding modules and getting help
  • Step 20
  • Step 21
PPaT Wiki

He tuhinga, he pātengi raraunga mātauranga, he tautoko ā-hapori hoki mō People and Tasks.

Tuhinga

  • Te tīmatanga
  • Ngā ariā matua
  • Ngā tuituitanga
  • Tohutoro API

Tautoko

  • Pātengi raraunga mātauranga
  • Huinga ā-hapori
  • Whakapā mai
  • Tūnga ratonga

Kamupene

  • PaT
  • Tuhinga rangitaki
  • Ngā Ture
  • Tūmataitinga

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